Messenger Users Guide

imageIntroduction
spacer image imageWelcome to Messenger
spacer image imageAbout PortalsXpress
imageGetting Started
spacer image imageInstant Messaging and In/Out Board
spacer image imagePreferences
imageMessenger Interface
spacer image imageCut, Copy, Paste
spacer image imageSorting Items
spacer image imageNavigation
spacer image imageTree Control
spacer image imageShortcut Keys
imageUsing Messenger
spacer image imageLogging Into Messenger
spacer image imagee-Mail Integration
spacer image imageQuickSend/QuickChat
spacer image imageChat Session
spacer image imageUndeliverable Message
spacer image imageUpdate Your Status
spacer image imageView Your Friends' Status
spacer image imageManage Folders
spacer image imageMember Profile
spacer image imageFind Messages
spacer image imageMessenger Settings
spacer image imageMessage Notification Preferences
spacer image imageManage Buddies
spacer image imageMessage Signature Option
spacer image imageGeneral User Preferences
imageMessenger Tabs
spacer image imageMessages Tab
spacer image imageRead Tab
spacer image imageSend Tab
spacer image imageBuddies Tab
spacer imagespacer image imageBuddies Tab
spacer imagespacer image imageAliases List
spacer imagespacer image imageIn/Out Board
spacer imagespacer image imageMember's Status
spacer image imagePersonal Assistant
imagePermissions
spacer image imageOverview of Permissions
spacer image imageEstablishing Permissions
spacer image imageNotification of Permissions
spacer image imageResponding to a Permissions Request
imageInstallation
spacer image imageSystem Requirements
spacer image imageInstalling
spacer image imageUninstalling
spacer image imageCreating a Password
spacer image imageChange your Password
imageSubscription
spacer image imageSubscribe Now
spacer image imageGet More Storage
image
spacer image imageIntegration with Contact Manager
spacer image imageIntegration with Document Manager
spacer image imageIntegration with WorkFlow Manager
imageUsing Help
spacer image imageCustomer Service
spacer image imageContext Sensitive Help
spacer image imageUser Guides
imageGlossary of Terms
imageLicensing

Messenger Tabs - Personal Assistant

PortalsXpress provides a personal assistant service that allows you to select a workflow assistant from a menu list of industry specific and general administrative topics. Assistants are easy to use tools that ask you questions related to your workflow process, collect that data and then automatically create a workflow project for you.

Using a PortalsXpress Personal Assistant you can:

  • Securely share documents
  • Establish a paperless environment for your office or home
  • Initiate client services
  • Deliver project materials
  • Collaborate with clients, co-workers, or family members
  • Automatically delegate work assignments and monitor the progress
  • Automatically remind participants of upcoming due dates via email or text messaging


To use a Personal Assistant do the following:
  • Access the Messages or Read Tab.
  • Click on the "Start Assistant" toolbar icon
  • Select the assistant of your choice from the Personal Assistant menu list
  • Enter the required information in the screens and click Finish to have the assistant automatically create your workflow project.


The Next and Back buttons allow you to move through the different screens of the assistant. Refer to the Context-sensitive (What's This?) help to learn about a specific screen or data input field.

If you like the personal assistant that you are working with and think a friend can get some use from the assistant, you can click on the link Tell a Friend about this Assistant while you are on the first screen that lists the assistants and send an email to your friend. You can also add users to your account by clicking on the link Add User(s) to this PortalsXpress Account. You can add a user who is within your organization or someone that is outside your organization. Once you click on this link, you will have to check a box to indicate what type of user you want to add. The items that the new user will be able to access are listed next to the selections. A project will be started for the contact after you make your selections that will send them an email. They can then access their task and subsequently install the software through their internet browser by clicking the link in the email. Because usage is based on storage and not number of users, you may add as many users as you want.